GM
NVO

GeoWealth Management’s Novo Nordisk NVO Stock Holding History

GeoWealth Management’s Portfolio NVO Stock Details NVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86M Buy
38,770
+12,234
+46% +$526K 0.06% 189
2026
Q1 		$975K Buy
26,536
+3,562
+16% +$169K 0.04% 294
2025
Q4 		$1.17M Buy
22,974
+6,190
+37% +$317K 0.04% 241
2025
Q3 		$931K Buy
16,784
+1,592
+10% +$93.2K 0.03% 313
2025
Q2 		$1.05M Buy
15,192
+4,575
+43% +$311K 0.04% 242
2025
Q1 		$737K Sell
10,617
-5,518
-34% -$456K 0.03% 339
2024
Q4 		$1.39M Buy
16,135
+1,168
+8% +$126K 0.05% 236
2024
Q3 		$1.78M Sell
14,967
-6,040
-29% -$806K 0.06% 201
2024
Q2 		$3M Buy
21,007
+6,298
+43% +$835K 0.13% 117
2024
Q1 		$1.89M Buy
14,709
+1,214
+9% +$145K 0.07% 181
2023
Q4 		$1.4M Buy
13,495
+13,207
+4,586% +$1.31M 0.12% 175
2023
Q3 		$26K Buy
288
+142
+97% +$12.5K ﹤0.01% 426
2023
Q2 		$12K Buy
+146
New +$11.9K ﹤0.01% 401

Other funds holding NVO

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GeoWealth Management's NVO Position: Q2 2026 in Review

GeoWealth Management increased its Novo Nordisk (NVO) stake by 46% in Q2 2026, buying an estimated $526K and bringing the position to 38,770 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #189.

GeoWealth Management first reported a position in NVO in Q2 2023 and has held it in 13 quarters since. The position peaked at $3M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

  • GeoWealth Management held 38,770 shares of Novo Nordisk worth $1.86M as of Q2 2026.
  • GeoWealth Management bought 12,234 Novo Nordisk shares in Q2 2026, an estimated $526K.
  • Novo Nordisk made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #189 holding.
  • GeoWealth Management first reported a position in Novo Nordisk in Q2 2023 and has held it in 13 quarters since.
  • GeoWealth Management's Novo Nordisk position peaked at $3M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.